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Infrastructure Investing für LPs: Was zählt wirklich?

Cambridge Associates
Infrastructure Investing für LPs: Was zählt wirklich?

Infrastruktur ist für viele institutionelle Anleger ein zentraler Baustein langfristig ausgerichteter Portfolios. Doch was zählt beim Infrastructure Investing heute wirklich? Im Gespräch mit Christina Böck, Managing Director bei Boeck Consulting, Mitglied Stiftungsräten und Anlagekommissionen von verschiedenen Schweizer Pensionskassen, beleuchten wir die Rolle von Infrastruktur für LPs: die Balance zwischen stabilen Erträgen, Diversifikation und Resilienz sowie die Frage, wie sich Chancen aus Energiewende, Digitalisierung und nachhaltiger Transformation sinnvoll einordnen lassen. Im Mittelpunkt stehen dabei die praktischen Anforderungen an Portfoliokonstruktion, Managerselektion und Risikomanagement und die Frage, wie sich die Perspektiven von Anlegern in Deutschland und der Schweiz unterscheiden.

Unter anderem werden folgende Fragen besprochen:

  • Was zählt beim Infrastructure Investing für LPs heute wirklich?
  • Wie lassen sich Chancen aus Energiewende, Digitalisierung und nachhaltiger Transformation sinnvoll einordnen?
  • Wo unterscheiden sich deutsche und Schweizer Anleger bei Zugang, Allokation und Risikomanagement?

Erfahren Sie, wie institutionelle Anleger Chancen und Herausforderungen im Infrastructure Investing einordnen und welche Aspekte für eine langfristig tragfähige Allokation entscheidend sind.

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